Our Team
Led by our commitment to excellence in wealth management, we aim to be the preeminent independent advisor team to leading families. At Conservation Wealth Management, we take great pride in offering expertise and services customized to the individual needs of each client. Our organization is entirely client-centered and focused on our clients’ interests.
RICHARD TROTTA
Founder
Richard Trotta is dedicated to helping families manage and protect their wealth both now and for generations to come. Richard is committed to being a leader in his field and believes the best and most durable wealth management decisions are made by working with an advisor who supports, informs, and facilitates a clear-cut process rather than imposing solutions through products. He considers it a privilege that his clients entrust him with the management, oversight, and administration of their wealth.
Drawing on nearly 40 years of knowledge and wisdom, Richard is energized by helping discerning families address the challenges of creating and preserving their wealth. Through implementing wealth planning, estate planning, and investment planning strategies, his focus is on helping clients protect principal and conserve wealth while managing risk.
Committed to deep engagement with the community in which he serves and operates, Richard serves as the Secretary and Treasurer of Voter Water, as well as the Secretary and Treasurer of Friends of the Everglades.
Richard’s joy is serving clients alongside his beloved family members. He has been married to his wife, Kellie, for nearly 35 years, and they have two adult children, Clinton and Emilee. Away from the office, Richard enjoys reading, fishing, and golfing.
KELLIE TROTTA
Practice Manager
Kellie Trotta serves as the Practice Manager for Conservation Wealth Management, focusing on marketing and client relations, as well as assisting Wealth Managers so they can better serve their clients. Kellie’s responsibilities include assessing client information, helping develop financial recommendations, and ensuring all information in clients’ plans are relevant, accurate, and updated.
Kellie has proudly worked with her husband, Richard, for over 25 years in the financial industry, and she believes their work is centered around cultivating client relationships with a family-like touch. She and the team are adamant that they don’t have a phone service – they personally answer each client’s call and create a personal, elevated client experience that sets their team apart from others in the field. Helping people take ownership of and understand their finances is the most rewarding aspect of Kellie’s work.
Married for nearly 35 years, Kellie and Richard are parents to Clinton, who is a Managing Partner at Conservation Wealth Management, and Emilee, who is a big-time animal lover and is married to Patrick. Away from the office, Kellie enjoys practicing yoga, hiking, hunting, fishing, and reading.
CLINTON TROTTA
Managing Partner
Clinton Trotta works with clients to design, deliver, and monitor their financial plans. With a passion for helping people and creating life-long relationships, Clinton proudly serves his clients alongside his father, the Founder of Conservation Wealth Management, and his mother, the team’s Practice Manager.
Clinton graduated from Boston University with a B.S. in Business Management. Beginning his career at Ameriprise Financial, Clinton continued to evolve his practice and now specializes in investment planning and retirement planning. Through the well-rounded knowledge and resources of the Conservation team, Clinton helps advise, support, and manage clients’ needs across a full spectrum of wealth requirements.
Away from the office, Clinton enjoys being outdoors, golfing, listening to live music, and participating in the arts. He is also committed to his community, serving as a board member for the Florida Wildlife Federation.
We can help
We draw on our extensive pool of knowledge to leverage the right wealth management capabilities which help you work towards your goals. We specialize in providing strategic insight, and a client-focused approach to every case.
